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Wealthspire Advisors (New York)’s World Kinect Corp WKC Stock Holding History

Wealthspire Advisors (New York)’s Portfolio WKC Stock Details WKC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-11
Closed -$285 – 2899
2025
Q3 		$285 Buy
+11
New +$296 ﹤0.01% 2903
2019
Q1 		– Sell
-287
Closed -$6K – 799
2018
Q4 		$6K Buy
+287
New +$7.56K ﹤0.01% 628

Other funds holding WKC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Wealthspire Advisors (New York)'s WKC Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of World Kinect Corp (WKC) in Q4 2025, closing a stake of 11 shares — an estimated $285 sold.

Wealthspire Advisors (New York) first reported a position in WKC in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q4 2018. 263 funds tracked by Wall St. Rank hold WKC as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining World Kinect Corp position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 11 World Kinect Corp shares in Q4 2025, an estimated $285.
  • Wealthspire Advisors (New York) first reported a position in World Kinect Corp in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s World Kinect Corp position peaked at $6K in Q4 2018.
  • 263 funds tracked by Wall St. Rank held World Kinect Corp as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.